EFIV vs EMO

Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed EFIV, delivering a return of +26.5% compared to +14.0%

EFIV vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFIV(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.10%	N/A
Max Drawdown	25.38%	97.19%
Sharpe Ratio	1.68	0.92
5Y Beta	0.97	0.52
P/E Ratio	26.87	N/A
Forward P/E	19.61	N/A
5Y Dividends CAGR	12.51%	28.55%
5Y EPS CAGR	30.22%	N/A
Debt to Equity	24.51%	N/A
P/S Ratio	3.40	N/A
P/B Ratio	5.31	N/A

Net Assets

EFIV

$1.10B

EMO

$1.10B

Expense Ratio

EFIV

0.10%

EMO

N/A

Max Drawdown

Winner

EFIV

25.38%

EMO

97.19%

Sharpe Ratio

Winner

EFIV

1.68

EMO

0.92

5Y Beta

EFIV

0.97

Winner

EMO

0.52

P/E Ratio

EFIV

26.87

EMO

N/A

Forward P/E

EFIV

19.61

EMO

N/A

5Y Dividends CAGR

EFIV

12.51%

Winner

EMO

28.55%

5Y EPS CAGR

EFIV

30.22%

EMO

N/A

Debt to Equity

EFIV

24.51%

EMO

N/A

P/S Ratio

EFIV

3.40

EMO

N/A

P/B Ratio

EFIV

5.31

EMO

N/A

EFIV vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	EFIV	EMO
1 month	-0.38%	-2.91%
3 months	+13.50%	-6.85%
6 months	+8.34%	+16.22%
1 year	+26.44%	+19.51%
5 years(CAGR)	+14.02%	+26.48%
10 years(CAGR)	N/A	+7.06%
Max(CAGR)	+17.51%	+3.96%

Winner

EFIV

-0.38%

EMO

-2.91%

Winner

EFIV

+13.50%

EMO

-6.85%

EFIV

+8.34%

Winner

EMO

+16.22%

Winner

EFIV

+26.44%

EMO

+19.51%

5Y(CAGR)

EFIV

+14.02%

Winner

EMO

+26.48%

10Y(CAGR)

EFIV

N/A

EMO

+7.06%

Max(CAGR)

Winner

EFIV

+17.51%

EMO

+3.96%

EFIV vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EFIV	EMO
2026	+8.97%	+14.60%
2025	+18.92%	+6.99%
2024	+24.68%	+44.57%
2023	+28.49%	+36.60%
2022	-18.34%	+34.91%
2021	+33.60%	+74.02%
2020	+16.69%	-65.02%
2019	N/A	+15.33%
2018	N/A	-27.49%
2017	N/A	-1.34%
2016	N/A	+13.87%
2015	N/A	-42.18%
2014	N/A	+9.30%
2013	N/A	+13.80%
2012	N/A	+15.44%
2011	N/A	-1.56%

EFIV vs EMO Drawdown Comparison

The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.

The maximum drawdown for EMO was -95.09%, occurring on Mar 18, 2020. Recovery took 2614 trading sessions.

The current EFIV drawdown is -1.83%. The current EMO drawdown is -6.85%.

Rank	EFIV	EMO
#1	-24.53% Jan 3, 2022 - Jul 31, 2023	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-19.24% Dec 4, 2024 - Jun 30, 2025	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-10.16% Sep 2, 2020 - Nov 16, 2020	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-9.90% Jul 31, 2023 - Nov 30, 2023	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-9.44% Feb 9, 2026 - Apr 15, 2026	-11.04% May 24, 2013 - May 7, 2014
#6	-9.00% Jul 16, 2024 - Sep 24, 2024	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-5.50% Mar 27, 2024 - May 14, 2024	-10.63% Mar 25, 2026 - Apr 17, 2026
#8	-4.97% Sep 3, 2021 - Oct 19, 2021	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-4.48% Oct 29, 2025 - Dec 5, 2025	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-4.19% May 7, 2021 - Jun 10, 2021	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-4.06% Feb 16, 2021 - Mar 11, 2021	-4.30% Feb 28, 2013 - Mar 27, 2013
#12	-3.74% Jun 4, 2026 - Jun 15, 2026	-4.12% Feb 8, 2013 - Feb 27, 2013
#13	-3.66% Nov 24, 2021 - Dec 8, 2021	-4.04% Aug 20, 2012 - Sep 20, 2012
#14	-3.45% Dec 10, 2021 - Dec 23, 2021	-3.96% Mar 2, 2026 - Mar 20, 2026
#15	-3.23% Jan 25, 2021 - Feb 4, 2021	-3.79% Jun 22, 2011 - Jul 27, 2011

Correlation

Correlation between EFIV and EMO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2011 - 2026)

EFIV vs EMO dividend yield comparison.

Year	EFIV	EMO
2026	0.50%	4.37%
2025	1.03%	9.41%
2024	1.20%	7.15%
2023	1.37%	6.79%
2022	1.64%	6.71%
2021	1.19%	6.71%
2020	0.65%	15.82%
2019	0.00%	10.94%
2018	0.00%	16.39%
2017	0.00%	10.85%
2016	0.00%	9.76%
2015	0.00%	11.88%
2014	0.00%	5.91%
2013	0.00%	5.89%
2012	0.00%	6.44%
2011	0.00%	3.46%